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ELEVATION WEALTH PARTNERS, LLC: FNDF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELEVATION WEALTH PARTNERS, LLC on FNDF, newest first. How the timeline and the estimate are built.

ELEVATION WEALTH PARTNERS, LLC held 28,796 FNDF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,796 shares
    Change vs previous 13F -688 shares

    0.43% of the 13F portfolio, value $1,547,761.

    13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,484 shares
    Change vs previous 13F -1,961 shares

    0.47% of the 13F portfolio, value $1,555,553.

    13F-HR 0001976256-26-000003 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 31,445 shares
    Change vs previous 13F -1,281 shares

    0.55% of the 13F portfolio, value $1,538,604.

    13F-HR 0001976256-26-000002 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 32,726 shares
    Change vs previous 13F -1,530 shares

    0.52% of the 13F portfolio, value $1,479,543.

    13F-HR 0001976256-26-000001 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F/A 34,256 shares
    Change vs previous 13F -552 shares

    0.53% of the 13F portfolio, value $1,471,636.

    13F-HR/A 0001976256-25-000008 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 34,808 shares
    Change vs previous 13F -30 shares

    0.55% of the 13F portfolio, value $1,393,014.

    13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 34,838 shares
    Change vs previous 13F -2,648 shares

    0.54% of the 13F portfolio, value $1,259,062.

    13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 37,486 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,244,895.

    13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).